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Disclosery

Apexium Financial, LP: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apexium Financial, LP on MSFT, newest first. How the timeline and the estimate are built.

Apexium Financial, LP held 49,928 MSFT shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 49,928 shares
    Change vs previous 13F -508 shares

    1.26% of the 13F portfolio, value $25,860,425.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 50,436 shares
    Change vs previous 13F -170 shares

    1.33% of the 13F portfolio, value $25,087,307.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 50,606 shares
    Change vs previous 13F +8,440 shares

    1.13% of the 13F portfolio, value $18,996,919.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 42,166 shares
    Change vs previous 13F +7,733 shares

    1.08% of the 13F portfolio, value $17,773,024.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 34,433 shares
    Change vs previous 13F +11,238 shares

    0.98% of the 13F portfolio, value $14,816,424.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 23,195 shares
    Change vs previous 13F -1,720 shares

    0.74% of the 13F portfolio, value $10,367,002.

    13F-HR 0001214659-24-013833 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 24,915 shares
    Change vs previous 13F -51,670 shares

    0.79% of the 13F portfolio, value $10,482,046.

    13F-HR 0001214659-24-007149 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 76,585 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $28,799,206.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).